Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,257 | $57,312-43.7% | $86,617-62.8% | $75,181-57.1% |
| Participation rate | 32.4% | 63.2%-30.8pp | 71.7%-39.3pp | 67.2%-34.8pp |
| Annual return | 18.66% | 2672.78%-2654.1pp | 591.91%-573.3pp | 160.69%-142.0pp |
| Employer contribution / active EE | $0 | $2,315-100.0% | $3,023-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,004 | $3,319+20.6% | $4,437-9.8% | $4,126-3.0% |
| Admin fee / account holder | $2,389 | $4,114-41.9% | $5,613-57.4% | $5,650-57.7% |